Financial Report Distribution Through Automation | Gravity Software

Automated financial report distribution with Microsoft Power Platform

Automated financial report distribution with Microsoft Power Platform

Automating financial report distribution with Gravity Software transforms how finance teams package, deliver, and control critical financial data. Instead of spending hours exporting, formatting, and emailing reports every month, you can build predefined packages, set permissions, and deliver professional financials instantly.

From multi-entity consolidations to secure role-based access, Gravity ensures every stakeholder—from executives to investors—receives only the information they need, in the right format, on time.

How Gravity automates multi-entity financial report distribution

How Gravity automates multi-entity financial report distribution

In this demo, you’ll see how easy it is to create custom report packages, choose formats like Excel or PDF, and securely distribute financials across entities in just a few clicks.

Why businesses choose Gravity for multi-entity accounting and automated reporting

Why businesses choose Gravity for multi-entity accounting and automated reporting

Managing financial reporting across multiple entities can drain valuable time and resources. Gravity Software simplifies the process by combining powerful multi-entity accounting capabilities with automated report distribution. Built on the Microsoft Power Platform, Gravity eliminates manual compiling, secures delivery with role-based permissions, and scales effortlessly as your organization grows—so finance teams spend less time on repetitive tasks and more time driving strategic insights.

1. Streamlined report packaging

Eliminate manual compiling by bundling multiple reports into audience-specific packages. Build reusable templates for internal teams, investors, or banks.

2. Flexible formats

Send polished PDFs for external distribution or detailed Excel files for internal analysis. Choose once, automate forever.

3. Secure delivery

Every report is governed by user-level permissions to ensure stakeholders only see what they’re authorized to access—reducing risk and protecting sensitive data.

4. Scalable automation

Whether you’re managing one entity or dozens, Gravity scales with your operations, supporting multi-entity structures and complex reporting needs.

Ready to eliminate manual reporting and deliver polished financial packages in minutes? Schedule a demo today!

Client Spotlight: How Onefire Holding automated multi-entity financial reporting after QuickBooks

Client Spotlight: How Onefire Holding automated multi-entity financial reporting after QuickBooks

Robert Everman, COO of Onefire Holding, shares success with Gravity Software’s multi-entity reporting automation

Managing multiple entities made month-end reporting a major challenge for Onefire Holding, which was previously relying on manual processes in QuickBooks Enterprise. Compiling board-ready financials used to take days, slowing down decision-making and communication across the organization.

With Gravity Software, built on the Microsoft Power Platform, Onefire Holding automated its multi-entity financial reporting. By creating tailored report packages and securely distributing them to stakeholders, the company cut reporting time from days to minutes—transforming both efficiency and accuracy.

“We’ve gone from spending days compiling reports to just minutes. Gravity has completely transformed our month-end process and improved how we communicate financials across the organization.”
— Robert Everman, Chief Operating Officer, Onefire Holding

Read the case study

Resources to automate and modernize financial reporting

Resources to automate and modernize financial reporting

G2 'Users Love Us' badge, recognizing Gravity Software for its high customer satisfaction with an average rating of 4.0 stars or higher

Staying ahead in today’s financial landscape requires more than just accurate reporting — it demands efficiency, automation, and the right technology. That’s why we’ve created a collection of resources designed to guide you through every stage of the buyer’s journey.

From identifying the signs it’s time to move beyond QuickBooks, to exploring the latest AI tools for accounting, to choosing the best financial reporting software for your growing organization, these insights will help you make informed, strategic decisions.

Private Equity Accounting

Learn how Gravity Software helps private equity firms streamline investment management and consolidate multi-entity financial reporting.

Multi-Entity Guide

Explore our definitive guide to multi-entity accounting and learn best practices, challenges, and technology solutions for growing businesses.

Power BI Accounting

See why accounting software with built-in Microsoft Power BI delivers real-time insights, seamless integration, and smarter decision-making.

Private Equity Case Study

See how Brandon Capital streamlined multi-entity fund accounting by moving from Xero to Gravity Software.

QuickBooks Alternatives

Discover why more businesses are moving from QuickBooks Online to Gravity Software for advanced reporting and multi-entity management.

Cloud Accounting Software

See how Gravity Software helps growing businesses simplify financial management with multi-entity accounting, automation, and Microsoft Power Platform integration.

Sage Intacct Alternatives

Learn why mid-sized, multi-entity businesses are choosing Gravity Software over Sage Intacct for simplicity, scalability, and real-time reporting.

Customer Payment Portal

Discover how Gravity’s secure Customer Payment Portal helps businesses streamline payments, improve cash flow, and give customers a seamless way to pay invoices online.

AI in Accounting

Learn how AI tools like Microsoft Copilot, Power Automate, and Azure Form Recognizer are transforming multi-entity accounting and finance teams.

Frequently ask questions:
Automated financial report distribution with Gravity

Frequently ask questions:
Automated financial report distribution with Gravity

Looking for answers about automated financial report distribution? We’ve compiled the most common questions prospects ask when evaluating Gravity Software. Whether you’re managing multiple entities, moving away from QuickBooks, or simply trying to save time on month-end close, these FAQs explain how Gravity automates reporting, ensures secure delivery, and simplifies financial communication across your organization.

How does Gravity Software automate financial report distribution?

Gravity lets you pre-build report packages for different stakeholders, define file formats (PDF or Excel), and schedule email delivery—eliminating the need for manual assembly each reporting period.

Can I send different reports to different stakeholders automatically?

Yes. You can create multiple report packages, each with its own recipient list, permissions, and formatting options. This ensures everyone gets only the reports they need, in the format they prefer.

What file formats are supported for report distribution?

Excel and PDF are supported. Internal teams can receive Excel for analysis, while external partners receive polished PDFs.

Is report access secure?

Absolutely. Report distribution is governed by role-based security, ensuring recipients only access content they’re authorized to see. All activity is logged for full auditability.

Can I track if recipients received and viewed the reports?

Yes. Gravity provides visibility into when reports were executed and downloaded, helping you ensure compliance and follow up effectively with stakeholders.